Financial Counselors Inc’s Public Storage PSA Stock Holding History

Financial Counselors Inc’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,610	Closed	-$950K	–	600
2024 Q3	$950K	Buy	+2,610	New	+$847K	0.01%	354
2015 Q3	–	Sell	-1,500	Closed	-$277K	–	465
2015 Q2	$277K	Hold	1,500	–	–	0.02%	380
2015 Q1	$296K	Sell	1,500 -250	-14%	-$49.5K	0.02%	379
2014 Q4	$323K	Buy	+1,750	New	+$317K	0.02%	352

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Counselors Inc's PSA Position: Q4 2024 in Review

Financial Counselors Inc sold out of Public Storage (PSA) in Q4 2024, closing a stake of 2,610 shares — an estimated $950K sold.

Financial Counselors Inc first reported a position in PSA in Q4 2014 and held it in 4 quarters. The position peaked at $950K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Financial Counselors Inc reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Financial Counselors Inc sold 2,610 Public Storage shares in Q4 2024, an estimated $950K.
Financial Counselors Inc first reported a position in Public Storage in Q4 2014 and held it in 4 quarters.
Financial Counselors Inc's Public Storage position peaked at $950K in Q3 2024.
1,132 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.